Templates for Growth

Purpose: Evaluate companies against ideal customer profile criteria

Inputs:

• Company name or domain
• Company data (employee count, industry, revenue)
• Your ICP criteria document

Task Instructions:

Score {company_url} against our ICP criteria. Evaluate firmographic fit, 
technographic signals, and market positioning based on our {icp_criteria}. Return a score (0-100) with reasoning for each criterion.

Outputs:

• ICP fit score (0-100)
• Scoring breakdown by criterion
• Qualification recommendation

Integration: Trigger on new lead creation, update CRM score field

Purpose: Identify buying signals from engagement patterns

Inputs:

• Recent engagement history
• Interaction timestamps
• Account context

Task Instructions:

Analyse {engagement_history} to identify buying intent 
signals. Look for patterns indicating research phase, solution comparison, 
or purchase readiness based. Classify intent level and recommend next action.

Outputs:

• Intent level (High/Medium/Low)
• Key signals identified
• Recommended next action

Integration: Weekly batch or real-time on significant engagement

Purpose: Enhance lead records with company intelligence

Inputs:

• Company domain or LinkedIn URL
• Basic contact information

Task Instructions:

Research {company} and extract key account level data. Find: recent news, funding announcements, technology stack, key initiatives, 
and potential pain points relevant to our solution.

Outputs:

• Company overview and developments
• Technology stack insights
• Recommended talking points

Integration: On new lead creation or before sales handoff